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Changing the Record Manager in Mass

New Member
Posts: 5
Country: USA

Changing the Record Manager in Mass

So I've addred the record manager field to my contact form so it is diplayed when looking at the contact.  I then do a search by area code to select contacts that I want to move to another ACT user in my database and go to Edit and Replace but record manager is still not an open to change.

 

What am I doing wrong?

Nickel Super Contributor
Posts: 397
Country: USA

Re: Changing the Record Manager in Mass

Question: Who will be the new Record Manager is a User Created in the Database?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Changing the Record Manager in Mass

What version/build of ACT! from Help | about?

There was a build where you couldn't Edit | Replace the RM field that was fixed in a patch
New Member
Posts: 5
Country: USA

Re: Changing the Record Manager in Mass

yes another active user in my database.  All contacts are set private for each user.  I have 14 users now

Nickel Super Contributor
Posts: 397
Country: USA

Re: Changing the Record Manager in Mass

Two additional questions:

 

1. What version of ACT! You? (Help Menu - About ACT!)   Example:  Sage ACT! Premium 2012 Version 14.1.108.0

 

2. If the contacts are private  for each user ... Would this a problem in the time of the  Replace Function?

 

Best Regards,

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Changing the Record Manager in Mass

2. Yes ... if using Premium, you should use Limited - so the Admin can access all
Nickel Super Contributor
Posts: 843
Country: United States

Re: Changing the Record Manager in Mass

You'll have to log in as each user and change the private to limited access first.

It's possible that you'll have to change them to public first and then change the record manager, and then change to limited access if necessary.

Rita Kogstad
RKA Associates
Stamford, CT
New Member
Posts: 3
Country: USA

Re: Changing the Record Manager in Mass

I am having the same problem... I cannot chage the record manger in Mass from a company lookup.

 

Sage ACT! Premium 2012 Version 14.1.108.0

 

All the records are set to public and all the users are active.

 

Any ideas?


Thanks Eric

Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Changing the Record Manager in Mass

Hi Eric

 

The bad news is that Edit Replace Record Manager was not a feature of your version but is in the latest version ACT V16.

 

Chip